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09/07/2026

Happy Labor Day!

Today is a chance to recognize the dedication, effort and contributions of workers across our communities.

We hope you’re able to enjoy a well-deserved break, spend time with the people who matter most and recharge for the season ahead.

Wishing you a safe and relaxing Labor Day.

09/03/2026

Financial planning isn’t just about numbers on a page. It’s about knowing what you have, understanding the choices in front of you and feeling confident about what comes next.

For women especially, there can be moments when taking a more active role in financial decisions becomes essential — a career change, marriage, divorce, the loss of a spouse, retirement or simply deciding it’s time to better understand your financial picture.

You don’t have to know everything before you begin. You just have to be willing to start asking questions.
https://bit.ly/4crKhVH

08/26/2026

Happy National Dog Day from my Bandit!

08/25/2026

Sending a child off to college comes with plenty of checklists—but there's one important step many families overlook. Once your child turns 18, privacy laws can limit your ability to make medical or financial decisions on their behalf in an emergency.

Learn why documents like a healthcare and financial power of attorney may be worth considering before move-in day in our article:

As students pack their bags and head off to college, many parents are focused on dorm checklists, textbooks, meal plans, and emotional goodbyes.

08/22/2026

When your children become financially independent, it may be time to revisit your life insurance strategy. Your coverage needs can change over time, and reviewing your policies can help ensure they continue to align with your broader financial goals and priorities.

Learn more about why life insurance may still play an important role after your kids have graduated in our article:

Are you someone who thinks life insurance is only to provide enough money to pay off the mortgage and your children’s education? Think again.

08/20/2026

Women may experience financial transitions related to career changes, caregiving, divorce, widowhood, retirement or supporting multiple generations of family members.

Although each situation is different, a few foundational steps may help:

• Understand what you own and owe
• Know where important financial documents are stored
• Review your income and regular expenses
• Confirm beneficiary information
• Participate in financial conversations
• Ask questions until the information is clear

Financial knowledge can help people participate more fully in decisions that affect their future.
https://bit.ly/4wOVZ44

08/17/2026

Your first professional job may bring more financial decisions than expected.

In addition to choosing how to spend your first paycheck, you may need to evaluate:

• Employer retirement plan options
• Health insurance
• Disability and life insurance
• Emergency savings
• Student loan payments
• Housing expenses
• Tax withholding
• Other workplace benefits

Before making elections, read the benefits information carefully and ask questions about anything that is unclear.

The habits established at the beginning of a career can influence future financial decisions.
https://bit.ly/4gdhOns

08/15/2026

Exciting things ahead! Our newest team member, Lara, recently visited Ameriprise headquarters in Minneapolis for training and the opportunity to deepen her knowledge, gain new perspectives, and bring even more value to the clients we serve. We’re excited to have her growing with our team!

08/12/2026

If you have employer stock in a 401(k) or other workplace retirement plan, your distribution decisions could have important tax implications. One strategy—Net Unrealized Appreciation (NUA)—may offer tax advantages in certain situations, but it comes with specific rules and tradeoffs.

Learn more about how NUA works and the factors to consider before making a decision in our article:

NUA lets retirees move employer stock from 401(k) to taxable accounts, taxing cost basis now and gains later at lower rates—powerful but complex.

08/11/2026

Women may experience financial transitions related to career changes, caregiving, divorce, widowhood, retirement or supporting multiple generations of family members.

Although each situation is different, a few foundational steps may help:

• Understand what you own and owe
• Know where important financial documents are stored
• Review your income and regular expenses
• Confirm beneficiary information
• Participate in financial conversations
• Ask questions until the information is clear

Financial knowledge can help people participate more fully in decisions that affect their future.
https://bit.ly/3SnVmjD